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Showing 671 - 680 of 2299 results for "Conference"

ASIC brings in disclosure expert to review RG97

ALEX BURKE  |  WEDNESDAY, 29 NOV 2017
... mislead consumers about fees and costs. ASIC will continue to monitor disclosure to consumers." At a recent industry conference, ASIC senior executive leader of investment managers and superannuation Ged Fitzpatrick explained why the regulator delayed ...

Superannuation fears regulatory strangle: ASFA

EMMA RAPAPORT  |  WEDNESDAY, 29 NOV 2017
... Superannuation Funds of Australia (ASFA) independent chair Michael Easson in his opening address at this year's major conference in Sydney. Being careful not to criticise what he described as the "necessary regulation" by the people at APRA, ASIC and ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
... mobility, while Colonial First State's Linda Elkins will discuss the value of secondment. "We had 15% men at this year's conference, so it is open to everyone and it's so important that they get involved. Anyone that comes to our events will walk away ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Two FS Power50 advisers told an industry conference that successful and sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice ...

Jeremy Cooper explores the inconvenient truth of super

ALEX BURKE  |  MONDAY, 20 NOV 2017
... the system is wholly unprepared for retirees. Speaking at the Financial Services Council Retirement Income Products Conference in Sydney, Cooper said that even Paul Keating understood this, given that he agreed the system was not designed for people ...

Financial Executive Women grows advisory board

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
Financial Executive Women has welcomed an IRESS executive to its advisory board. The managing director of IRESS' wealth management division, Tizzy Vigilante, has joined the industry body to assist in the positive progression of women in financial services. ...

Morningstar secures $337bn portfolio disclosure commitment

DARREN SNYDER  |  WEDNESDAY, 15 NOV 2017
... working hard and with the industry to get this to a place where we are as close to 100% as we can be," Wickham told the conference. "Transparency engenders trust in the industry and we think getting access to those portfolio holdings will help you and ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... processes carried out by goals-based advisers - a running theme at the Association of Goals Based Advice's inaugural conference. Profile Financial Services' Sarah Abood said solutions simply don't exist to build tools that allow goals-based advisers ...

Pinnacle flags partnerships and LICs in growth plan

ALEX BURKE  |  THURSDAY, 9 NOV 2017
Pinnacle outlined its medium-term growth plan at a Wilsons Advisory conference today, flagging partnerships with new boutiques and launching new listed vehicles. Pinnacle chair Alan Watson and managing director Ian Macoun explained the business has ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney yesterday, with MKM Partners' Oscar Martinis saying the various mechanisms to implement goals-based advice ...